#nvidia

#nvidia

GPU giant Nvidia acknowledged that the update caused dips in gaming performance for some and has pushed out a hotfix based on version 581.80 of its Game Ready Driver. First spotted by Windows Latest, the hotfix is a quick and dirty (or, in official parlance, "run through a much abbreviated QA process") patch to address some specific issues. In this case, the Windows 11 October update is slowing down games.

With Nvidia (NASDAQ: NVDA) earnings on the horizon at 4pm EST today, it seems that nearly all markets are desperately waiting for the behemoth to let us all know how they did, and what they think the future will hold. Without any major macro events for quite some time, BTC's near term price action will be foreshadowed by the Q3 earnings call, as BTC has had quite a significant correlation to NVDA in the past few years.

This is all about deepening our commitment to bringing the best infrastructure, model choice and applications to our customers, Nadella said on a video call with the other two executives, adding that it builds on the critical partnership Microsoft still has with OpenAI.

As to whether Advanced Micro Devices will be able to clock in 35% in annualized revenue growth over the next five years (on the high end) remains the big question mark. If the next generation of MI300 accelerators sells well and corporate adoption of AI accelerates further, I think there's still a chance that sales will surprise to the upside.

Peter Thiel's hedge fund Thiel Macro LLC sold off its holdings in Nvidia Corp. during the third quarter, marking another retreat from the leading provider of artificial-intelligence chips. The fund offloaded its entire position of 537,742 shares in the world's premier AI chipmaker, which would have been worth about $100 million based on the closing price from Sept. 30. The Thiel Macro fund now counts Apple Inc., Microsoft Corp. and a reduced stake in Tesla Inc. as its main bets, according to a 13F filing.

Peter Thiel's hedge fund sold its entire stake in Nvidia in the third quarter, according to a 13F filing. Thiel Macro LLC sold all of its 537,742 shares in the chipmaker, per the filing, which were valued at about $85 million at the end of the second quarter. Those shares would have been worth about $100 million at market close on September 30 - but it is unclear when Thiel's fund offloaded its stake.

At the same time, internal emails sent this summer by senior sales employees in its Worldwide Field Operations - which works with customers to deploy its technology - reveal it's contending with some hurdles as it tries to tell clients a "comprehensive software story" and sell those products alongside its highly sought-after AI hardware.